The financials
Donaldson Company, Inc. by the numbers
Donaldson Company, Inc. (DCI) reported revenue of $995M in Q3 2026 (quarter ended April 30, 2026), up 5.9% from the same quarter a year earlier. That came with a gross margin of 34% and net income of $118M (12% of revenue). For the full year FY2025, revenue was $3.69B (+2.9% year on year) and net income $367M. Its largest product in 2026-Q2 was Aftermarket Products at $498M, 55% of the disclosed total, just ahead of Industrial Filtration Solutions Products at 26%.
| Income statement | Q3 2026 | Q3 2025 | Change |
|---|---|---|---|
| Revenue | $995M | $940M | +5.9% |
| Gross profit | $333M | $322M | +3.6% |
| Operating income | $155M | $87M | +78% |
| Net income | $118M | $58M | +104% |
| Diluted EPS | $1.00 | $0.48 | +108% |
| Product | Revenue | Share |
|---|---|---|
| Aftermarket Products | $498M | 55% |
| Industrial Filtration Solutions Products | $237M | 26% |
| Off Road Products | $104M | 11% |
| Aerospace And Defense Products | $45M | 4.9% |
| On Road Products | $28M | 3.1% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q2 2026Total $911.6M (+12%)
Off Road Products grew +8.8% year on yearAerospace And Defense Products -13% year on year
Segment Latestquarter on quarteryear on year
- Aftermarket Products$497.6M$497.6MQoQ +11%year on year +8.2%+11%+8.2%
- Industrial Filtration Solutions Products$237.1M$237.1MQoQ +6.5%year on year +2.3%+6.5%+2.3%
- Off Road Products$104.0M$104.0MQoQ +20%year on year +8.8%+20%+8.8%
- Aerospace And Defense Products$44.6M$44.6MQoQ +20%year on year -13%+20%-13%
- On Road Products$28.3M$28.3MQoQ +23%year on year +5.2%+23%+5.2%
Specialty Industrial Machinery
Ranks #3 of 44 by Smart Score